Search Results for: Wealth management

PIMCO Launches New Preferred and Capital Securities Active Exchange-Traded Fund
Investment Services News

PIMCO Launches New Preferred and Capital Securities Active Exchange-Traded Fund (PRFD)

Fintech News Desk
The fund will invest primarily in Preferred and Capital Securities, which may provide investors diversification, favorable tax treatment, and opportunity for attractive yields PIMCO, one of the world’s premier fixed income investment managers, is expanding its actively managed exchange-traded fund suite with the addition of a new ETF that aims......
90% of Finance Leaders Reveal Interest Rates Are No. 1 Driver of Banking Business Model Changes
Analytics Business Finance News

90 Percent of Finance Leaders Reveal Interest Rates Are No. 1 Driver of Banking Business Model Changes

Fintech News Desk
Syntellis Performance Solutions, the leading provider of enterprise performance management software, data, and intelligence solutions,  published its seventh annual CFO Outlook for Financial Institutions revealing that 90% of finance professionals at banks, credit unions, and other financial services institutions anticipate interest rate changes will be the biggest driver of business model adjustments......
Vista Equity Partners Announces Partial Exit of Zapproved to Legal GRC Platform Exterro
Investment Services News

Vista Equity Partners Announces Partial Exit of Zapproved to Legal GRC Platform Exterro

Fintech News Desk
Vista Equity Partners, a leading global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, announced the sale of its majority stake in Zapproved, an e-discovery software provider for corporate legal teams, to Leeds Equity Partners portfolio company Exterro, a provider of Legal Governance, Risk and Compliance (GRC)......
Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering
Banking News

Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering

Fintech News Desk
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation Bank Nagelmackers, one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and......
BMO Receives Regulatory Approval to Acquire Bank of the West
Banking News

BMO Receives Regulatory Approval to Acquire Bank of the West

Fintech News Desk
BMO Financial Group, and its subsidiaries BMO Financial Corp. and BMO Harris Bank N.A., announced it has received all regulatory approvals required to complete its acquisition of Bank of the West from BNP Paribas. BMO anticipates the acquisition will close on February 1, 2023, subject to the satisfaction of customary......
Quilter Investors Extends Transfer Agent Relationship with SS&C
Fintech Funding News

Quilter Investors Extends Transfer Agent Relationship with SS&C

Fintech News Desk
SS&C Technologies Holdings, Inc.announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS). Quilter Investors specialises in the creation and management of multi-asset investment portfolios. SS&C first started working with Quilter Investors in......
KBW Bolsters European Investment Banking Franchise
Banking Fintech News

KBW Bolsters European Investment Banking Franchise

Fintech News Desk
Alistair McKay Named Head of European Investment Banking; Additional Managing Director Hires Announced Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp., named Alistair McKay as Head of European Investment Banking. In addition,......
Swan, Leading Bitcoin Financial Services Firm, Announces Four New Hires in January 2023
Finance News

Swan, Leading Bitcoin Financial Services Firm, Announces Four New Hires in January 2023

Fintech News Desk
Sheetal Ray joins as COO, Raphael Zagury as CIO and Head of Research, Guarav Gollerkeri as GM of Swan Personal, and Guilherme Gomes as CRO Swan, leading Bitcoin financial services firm, announces four new senior hires this month, to help lead the company’s continued growth through the current economic downturn.......
Republic Capital Group Serves TrustCore in Significant Ria Transaction With CAPTRUST
Investment Services News

Republic Capital Group Serves TrustCore in Significant RIA Transaction With CAPTRUST

Fintech News Desk
Republic Capital Group, an investment banking firm specializing in the RIA, asset and wealth management, and securities-related industries, congratulates its client, TrustCore Financial Services, on its transaction with CAPTRUST Financial Advisors. Republic Capital Group served as TrustCore’s exclusive financial advisor in the transaction. TrustCore, the registered investment advisor (RIA), is based in Nashville,......
FactSet and Coin Metrics Collaborate to Deliver Digital Assets Data and Analytics
Cryptocurrency News

FactSet and Coin Metrics Collaborate to Deliver Digital Assets Data and Analytics

Fintech News Desk
Financial Professionals Enabled to Actively Monitor and Comprehensively Analyze Cryptocurrency Intelligence across FactSet’s Enterprise Solutions FactSet, a global financial digital platform and enterprise solutions provider, announced its collaboration with Coin Metrics to integrate the company’s leading digital assets data across FactSet’s solutions. The integration of the crypto asset class empowers......
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